JEFFERSON SCHOLARS FOUNDATION: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- JEFFERSON SCHOLARS FOUNDATION (EIN 31-1755873)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-03-05
- IRS object ID
- 201810649349300611
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-03-05T11:00:19-06:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 540618213 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HANTZMON WIEBEL LLP CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 818 E JEFFERSON ST PO BOX 1408 | AddressLine1Txt |
| City | CHARLOTTESVILLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22902 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311755873 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFFERSON SCHOLARS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JEFF | BusinessNameControlTxt |
| Phone | 4342439029 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 400891 | AddressLine1Txt |
| City | CHARLOTTESVILLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 229044891 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES H WRIGHT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4342439029 | PhoneNum |
| Signature | 2018-02-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EDWARD J SCHMITZ | PreparerPersonNm |
| PTIN | P00551113 | PTIN |
| Phone | 4342962156 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 216.30.185.162 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-02-27 | IPDt |
| IP Tm | 14:23:31 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 381C0FCDF672A1B75914BDE25125AEFC3451D5C1 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7B6832AF23B0CF7376EA265A48073B07B2EA5A85 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JAMES H WRIGHT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 400891 | AddressLine1Txt |
| City | CHARLOTTESVILLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 229044891 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $31,342,251 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.JEFFERSONSCHOLARS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1998 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | ACADEMIC MERIT-BASED SCHOLARSHIP, FELLOWSHIP AND PROFESSORSHIP SUPPORT TO STUDENTS AND FACULTY AT THE UNIVERSITY OF VIRGINIA. | ActivityOrMissionDesc |
| Voting Members Governing Body | 31 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 31 | VotingMembersIndependentCnt |
| Total Employee | 19 | TotalEmployeeCnt |
| Total Volunteers | 1055 | TotalVolunteersCnt |
| Total Gross UBI | $33,613 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $26,088 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,893,595 | PYContributionsGrantsAmt |
| CY Contributions Grants | $24,401,284 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $633,982 | PYInvestmentIncomeAmt |
| CY Investment Income | $581,845 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,771,944 | PYOtherRevenueAmt |
| CY Other Revenue | $1,852,511 | CYOtherRevenueAmt |
| PY Total Revenue | $13,299,521 | PYTotalRevenueAmt |
| CY Total Revenue | $26,835,640 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $9,381,973 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $10,763,039 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,832,456 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,210,243 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,141,734 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,495,352 | PYOtherExpensesAmt |
| CY Other Expenses | $4,734,487 | CYOtherExpensesAmt |
| PY Total Expenses | $16,709,781 | PYTotalExpensesAmt |
| CY Total Expenses | $18,707,769 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$3,410,260 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $8,127,871 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $349,638,149 | TotalAssetsBOYAmt |
| Total Assets EOY | $394,206,233 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $58,396,816 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $57,480,950 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $291,241,333 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $336,725,283 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE JEFFERSON SCHOLARS FOUNDATION IS TO SERVE THE UNIVERSITY OF VIRGINIA BY IDENTIFYING, ATTRACTING, AND NURTURING INDIVIDUALS OF EXTRAORDINARY INTELLECTUAL RANGE AND DEPTH WHO POSSESS THE HIGHEST CONCOMITANT QUALITIES OF LEADERSHIP, SCHOLARSHIP, AND CITIZENSHIP.THE FOUNDATION ADMINISTERS THE JEFFERSON SCHOLARS AND FELLOWS PROGRAM, WHICH AWARDS MERIT-BASED SCHOLARSHIPS AND FELLOWSHIPS THAT PAY TUITION, FEES, ROOM AND BOARD, AND OTHER EXPECTED LIVING EXPENSES DURING THE STUDENT'S TENURE AT THE UNIVERSITY OF VIRGINIA.THE FOUNDATION ALSO ADMINISTERS THE JEFFERSON PROFESSORSHIP PROGRAM. THIS PROGRAM PROVIDES FINANCIAL SUPPORT USED TO ATTRACT OUTSTANDING FACULTY TO THE UNIVERSITY OF VIRGINIA. JEFFERSON PROFESSORS ARE EXPECTED TO BE SUPERB TEACHERS AND ACKNOWLEDGED EXPERTS IN THEIR RESPECTIVE FIELDS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $14,436,475 | ExpenseAmt |
| Grant | $10,763,039 | GrantAmt |
| Desc | SCHOLARSHIP, FELLOWSHIP AND PROFESSORSHIP PROGRAMS IN SUPPORT OF THE UNIVERSITY OF VIRGINIA.THE FOUNDATION AWARDS ACADEMIC MERIT-BASED FULL COST FOUR-YEAR SCHOLARSHIP GRANTS TO BETWEEN 33 AND 35 INCOMING UNDERGRADUATES EACH YEAR. THE FOUNDATION ALSO AWARDS BETWEEN 15 AND 22 ACADEMIC MERIT-BASED FULL COST GRADUATE FELLOWSHIPS TO INCOMING PHD AND MBA CANDIDATES ANNUALLY. DURING FISCAL YEAR 2017, 227 STUDENTS RECEIVED SCHOLARSHIP OR FELLOWSHIP ASSISTANCE. IN ADDITION, THE FOUNDATION AWARDED 4 PROFESSORSHIP AWARDS FOR EXCELLENCE IN TEACHING DURING THE FISCAL YEAR. | Desc |
| Total Program Service Expenses | $14,436,475 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 49 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 19 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 31 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 31 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL LUTZ | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4342439029 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 112 CLARKE COURT | AddressLine1Txt |
| City | CHARLOTTESVILLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22903 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (41 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| TIMOTHY J INGRASSIA | ||||||||
| CHAIRMAN OF THE BOARD | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| STEPHEN S CRAWFORD | ||||||||
| VICE CHAIRMAN OF THE BOARD | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SHELLEY L BOYCE | ||||||||
| FOUNDATION BOARD OF DIRECT | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBIN R HOWELL | ||||||||
| FOUNDATION BOARD OF DIRECT | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM L POLK JR | ||||||||
| FOUNDATION BOARD OF DIRECT | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| TIFFANY B ARMSTRONG | ||||||||
| FOUNDATION BOARD OF DIRECT | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARILYN B HEBENSTREIT | ||||||||
| FOUNDATION BOARD OF DIRECT | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DEBORAH R HIRTLE | ||||||||
| FOUNDATION BOARD OF DIRECT | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GREGORY A MCCRICKARD | ||||||||
| FOUNDATION BOARD OF DIRECT | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| PETER M GRANT | ||||||||
| FOUNDATION BOARD OF DIRECT | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| EDWARD J DOBBS | ||||||||
| FOUNDATION BOARD OF DIRECT | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SARAH A HAMLIN | ||||||||
| FOUNDATION BOARD OF DIRECT | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD C KELLOGG JR | ||||||||
| FOUNDATION BOARD OF DIRECT | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK AV PINHO | ||||||||
| FOUNDATION BOARD OF DIRECT | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| C MARK PIRRUNG | ||||||||
| FOUNDATION BOARD OF DIRECT | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MARYANNE Q HANCOCK | ||||||||
| FOUNDATION BOARD OF DIRECT | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES E RUTROUGH JR | ||||||||
| FOUNDATION BOARD OF DIRECT | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TODD R SCHNUCK | ||||||||
| FOUNDATION BOARD OF DIRECT | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN P SMILEY | ||||||||
| FOUNDATION BOARD OF DIRECT | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS V INGLESBY | ||||||||
| FOUNDATION BOARD OF DIRECT | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LAVINIA H TOUCHTON | ||||||||
| FOUNDATION BOARD OF DIRECT | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID N WEBB | ||||||||
| FOUNDATION BOARD OF DIRECT | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LANDON HILLIARD III | ||||||||
| FOUNDATION BOARD OF DIRECT | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TRACY V MCMILLAN | ||||||||
| FOUNDATION BOARD OF DIRECT | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL A PAUSIC | ||||||||
| FOUNDATION BOARD OF DIRECT | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| COOLIDGE E RHODES JR | ||||||||
| FOUNDATION BOARD OF DIRECT | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| R BLAIR THOMAS | ||||||||
| FOUNDATION BOARD OF DIRECT | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GEORGE K MARTIN | ||||||||
| FOUNDATION BOARD OF DIRECT | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CRISLER B QUICK | ||||||||
| FOUNDATION BOARD OF DIRECTORS | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CLIFFORD W BOGUE | ||||||||
| EX-OFFICIO MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| FRANK M CONNER III | ||||||||
| EX-OFFICIO MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARCUS L MARTIN | ||||||||
| EX-OFFICIO MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL E LUTZ | ||||||||
| ASSISTANT TREASURER | 40.00 | Yes (X) | $160,159 | $0 | $33,300 | |||
| JAMES H WRIGHT | ||||||||
| PRESIDENT/SECRETARY/TREASU | 40.00 | Yes (X) | $448,919 | $0 | $206,183 | |||
| HELEN M DWYER | ||||||||
| ASSISTANT SECRETARY | 40.00 | Yes (X) | $145,202 | $0 | $23,032 | |||
| S PATRICK INGRAM | ||||||||
| DIRECTOR OF DEVELOPMENT | 40.00 | $525,815 | $0 | $104,736 | Yes (X) | |||
| KEVIN E MURRAY | ||||||||
| DIRECTOR OF GIFT PLANNING | 40.00 | $125,415 | $0 | $29,429 | Yes (X) | |||
| LEW G BURRUS | ||||||||
| DIRECTOR OF TECHNOLOGY | 40.00 | $108,867 | $0 | $18,527 | Yes (X) | |||
| CHRISTINE E PATRICK | ||||||||
| ASSOCIATE DIRECTOR OF DEVE | 40.00 | $110,461 | $0 | $19,804 | Yes (X) | |||
| BENJAMIN B SKIPPER | ||||||||
| DIRECTOR, GRADUATE AND UND | 40.00 | $120,022 | $0 | $28,716 | Yes (X) | |||
| PETER W SCHMIDT | ||||||||
| MAJOR GIFTS OFFICER | 40.00 | $111,908 | $0 | $12,625 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,856,768 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $476,352 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 9 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| UVA INVESTMENT MANAGEMENT COMPANY | |||||
| 560 RAY C HUNT DRIVE | CHARLOTTESVILLE | VA | 22903 | INVESTMENT MANAGEMENT | $729,178 |
| DALGLIESH GILPIN & PAXTON PLLC | |||||
| PO BOX 2555 | CHARLOTTESVILLE | VA | 22902 | ARCHITECTURAL SERVICES | $125,828 |
| BOAR'S HEAD INN | |||||
| PO BOX 5307 | CHARLOTTESVILLE | VA | 22905 | FOOD AND LODGING | $114,671 |
| ARAMARK SERVICES | |||||
| PO BOX 400312 | CHARLOTTESVILLE | VA | 22904 | FOOD SERVICES | $101,012 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $24,401,284 | AllOtherContributionsAmt |
| Noncash Contributions | $1,808,023 | NoncashContributionsAmt |
| Total Contributions | $24,401,284 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $663,924 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $32,600 | UnrelatedBusinessRevenueAmt |
| Exclusion | $631,324 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $295,749 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $256,923 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $38,826 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $38,826 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $1,013 | UnrelatedBusinessRevenueAmt |
| Exclusion | $37,813 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,167,609 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,166,988 | SecuritiesAmt |
| Other | $82,700 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $621 | SecuritiesAmt |
| Other | -$82,700 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$82,079 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$82,079 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DISTRIBUTION FROM UVA ENDOWMENT | Desc |
| Business | 523000 | BusinessCd |
| Total Revenue Column | $1,813,685 | TotalRevenueColumnAmt |
| Exclusion | $1,813,685 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,813,685 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $26,835,640 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$82,079 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $33,613 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,482,822 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,500 | TotalAmt |
| Program Services | $29,500 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,211,109 | TotalAmt |
| Program Services | $10,211,109 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $522,430 | TotalAmt |
| Program Services | $522,430 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,371,532 | TotalAmt |
| Program Services | $260,754 | ProgramServicesAmt |
| Management And General | $404,916 | ManagementAndGeneralAmt |
| Fundraising | $705,862 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $779,479 | TotalAmt |
| Program Services | $340,810 | ProgramServicesAmt |
| Management And General | $178,776 | ManagementAndGeneralAmt |
| Fundraising | $259,893 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $237,043 | TotalAmt |
| Program Services | $64,265 | ProgramServicesAmt |
| Management And General | $65,270 | ManagementAndGeneralAmt |
| Fundraising | $107,508 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $689,950 | TotalAmt |
| Program Services | $226,266 | ProgramServicesAmt |
| Management And General | $178,355 | ManagementAndGeneralAmt |
| Fundraising | $285,329 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,239 | TotalAmt |
| Program Services | $36,857 | ProgramServicesAmt |
| Management And General | $36,814 | ManagementAndGeneralAmt |
| Fundraising | $58,568 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,861 | TotalAmt |
| Management And General | $2,861 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,425 | TotalAmt |
| Management And General | $54,425 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $729,001 | TotalAmt |
| Management And General | $729,001 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,073 | TotalAmt |
| Program Services | $648 | ProgramServicesAmt |
| Management And General | $12,190 | ManagementAndGeneralAmt |
| Fundraising | $1,235 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $151,372 | TotalAmt |
| Program Services | $63,406 | ProgramServicesAmt |
| Management And General | $45,098 | ManagementAndGeneralAmt |
| Fundraising | $42,868 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,007 | TotalAmt |
| Program Services | $28,669 | ProgramServicesAmt |
| Management And General | $28,669 | ManagementAndGeneralAmt |
| Fundraising | $28,669 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $469,328 | TotalAmt |
| Program Services | $354,994 | ProgramServicesAmt |
| Management And General | $53,714 | ManagementAndGeneralAmt |
| Fundraising | $60,620 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $248,883 | TotalAmt |
| Program Services | $4,347 | ProgramServicesAmt |
| Management And General | $6,243 | ManagementAndGeneralAmt |
| Fundraising | $238,293 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,224 | TotalAmt |
| Management And General | $53,224 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $846,115 | TotalAmt |
| Program Services | $639,991 | ProgramServicesAmt |
| Management And General | $96,837 | ManagementAndGeneralAmt |
| Fundraising | $109,287 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $805,682 | TotalAmt |
| Program Services | $609,407 | ProgramServicesAmt |
| Management And General | $92,210 | ManagementAndGeneralAmt |
| Fundraising | $104,065 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,327 | TotalAmt |
| Management And General | $63,327 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| UNRELATED BUSINESS INCO | $12,033 | $12,033 | ||
| SCHOLAR ENRICHMENT | $688,413 | $65,314 | $623,099 | |
| SCHOLAR SELECTION/RECOG | $417,869 | $417,869 | ||
| MISCELLANEOUS EXPENSE | $46,543 | $30,529 | $2,054 | $13,960 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,331 | TotalAmt |
| Management And General | $13,670 | ManagementAndGeneralAmt |
| Fundraising | $31,661 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,707,769 | TotalAmt |
| Program Services | $14,436,475 | ProgramServicesAmt |
| Management And General | $2,129,560 | ManagementAndGeneralAmt |
| Fundraising | $2,141,734 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,091,624 | BOYAmt |
| EOY | $12,901,534 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,529,989 | BOYAmt |
| EOY | $16,715,624 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $794,850 | BOYAmt |
| EOY | $832,700 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,710,284 | BOYAmt |
| EOY | $4,669,358 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $236,434 | BOYAmt |
| EOY | $211,288 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $26,268,216 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,720,822 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,333,681 | BOYAmt |
| EOY | $20,547,394 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $282,845,227 | BOYAmt |
| EOY | $318,849,633 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,096,060 | BOYAmt |
| EOY | $19,478,702 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $349,638,149 | BOYAmt |
| EOY | $394,206,233 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $323,550 | BOYAmt |
| EOY | $457,621 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,226,191 | BOYAmt |
| EOY | $27,368,305 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,500,000 | BOYAmt |
| EOY | $22,500,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,347,075 | BOYAmt |
| EOY | $7,155,024 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,396,816 | BOYAmt |
| EOY | $57,480,950 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$21,945,049 | BOYAmt |
| EOY | -$21,569,850 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $123,314,450 | BOYAmt |
| EOY | $146,651,141 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $189,871,932 | BOYAmt |
| EOY | $211,643,992 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $291,241,333 | BOYAmt |
| EOY | $336,725,283 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $349,638,149 | BOYAmt |
| EOY | $394,206,233 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $8,127,871 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $34,579,688 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $2,776,391 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,791,655 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,785,748 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,868,212 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,893,595 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,401,284 | CurrentTaxYearAmt |
| Total | $68,740,494 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,791,655 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,785,748 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,868,212 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,893,595 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,401,284 | CurrentTaxYearAmt |
| Total | $68,740,494 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $13,905,762 | SubstantialContributorsTotAmt |
| Public Support Total170 | $54,834,732 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $454,647 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $599,489 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $575,218 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $647,686 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $663,924 | CurrentTaxYearAmt |
| Total | $2,940,964 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,358,341 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,501,888 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,587,604 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,702,122 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,813,685 | CurrentTaxYearAmt |
| Total | $7,963,640 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $79,645,098 | TotalSupportAmt |
| Public Support CY170 | 0.68850 | PublicSupportCY170Pct |
| Public Support PY170 | 0.74690 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | DISTRIBUTION FROM UVA ENDOWMENT - 2012 AMOUNT: $ 1,358,341. 2013 AMOUNT: $ 1,501,888. 2014 AMOUNT: $ 1,587,604. 2015 AMOUNT: $ 1,702,122. 2016 AMOUNT: $ 1,813,685. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $286,332,098 | BeginningYearBalanceAmt |
| Contributions | $20,011,405 | ContributionsAmt |
| Investment Earnings Or Losses | $33,807,434 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $9,519,112 | GrantsOrScholarshipsAmt |
| Other Expenditures | $9,001,213 | OtherExpendituresAmt |
| Administrative Expenses | $729,001 | AdministrativeExpensesAmt |
| End Year Balance | $320,901,611 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $295,981,309 | BeginningYearBalanceAmt |
| Contributions | $15,115,654 | ContributionsAmt |
| Investment Earnings Or Losses | -$4,239,634 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $8,638,514 | GrantsOrScholarshipsAmt |
| Other Expenditures | $11,104,899 | OtherExpendituresAmt |
| Administrative Expenses | $781,818 | AdministrativeExpensesAmt |
| End Year Balance | $286,332,098 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $278,375,277 | BeginningYearBalanceAmt |
| Contributions | $14,019,683 | ContributionsAmt |
| Investment Earnings Or Losses | $20,615,552 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $7,902,146 | GrantsOrScholarshipsAmt |
| Other Expenditures | $8,613,147 | OtherExpendituresAmt |
| Administrative Expenses | $513,910 | AdministrativeExpensesAmt |
| End Year Balance | $295,981,309 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $235,834,375 | BeginningYearBalanceAmt |
| Contributions | $15,552,052 | ContributionsAmt |
| Investment Earnings Or Losses | $43,696,910 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $7,445,720 | GrantsOrScholarshipsAmt |
| Other Expenditures | $8,601,288 | OtherExpendituresAmt |
| Administrative Expenses | $661,052 | AdministrativeExpensesAmt |
| End Year Balance | $278,375,277 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $211,315,039 | BeginningYearBalanceAmt |
| Contributions | $16,608,356 | ContributionsAmt |
| Investment Earnings Or Losses | $26,874,248 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $6,292,831 | GrantsOrScholarshipsAmt |
| Other Expenditures | $12,208,116 | OtherExpendituresAmt |
| Administrative Expenses | $462,321 | AdministrativeExpensesAmt |
| End Year Balance | $235,834,375 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00770 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.56540 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.42690 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,241,601 | OtherCostOrOtherBasisAmt |
| Book Value | $4,241,601 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $19,904,705 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,613,243 | DepreciationAmt |
| Book Value | $15,291,462 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,369,595 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,107,579 | DepreciationAmt |
| Book Value | $262,016 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $752,315 | OtherCostOrOtherBasisAmt |
| Book Value | $752,315 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $20,547,394 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (11 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| PUBLIC EQUITY | $83,747,828 | F |
| LONG/SHORT EQUITY | $61,306,083 | F |
| BUYOUT | $18,129,749 | F |
| GROWTH EQUITY | $17,534,687 | F |
| VENTURE CAPITAL | $13,569,429 | F |
| PRIVATE EQUITY | $2,064,200 | F |
| REAL ESTATE | $17,355,466 | F |
| RESOURCES | $20,538,055 | F |
| MKT ALTERNATIVES/CREDIT | $48,575,447 | F |
| GOVERNMENT BONDS | $28,775,932 | F |
| CASH AND ACCRUALS | $7,252,757 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $318,849,633 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| INTEREST RATE SWAP | $5,942,951 |
| OTHER LIABILITIES | $1,212,073 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $7,155,024 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $63,462,718 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $34,579,688 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $2,776,391 | OtherRevenueAmt |
| Revenue Not Reported | $37,356,079 | RevenueNotReportedAmt |
| Revenue Subtotal | $26,106,639 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $729,001 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $729,001 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $26,835,640 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $17,978,768 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $17,978,768 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $729,001 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $729,001 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $18,707,769 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | INTENDED USE OF ENDOWMENT FUNDS: INVESTMENT INCOME EARNED BY THE ENDOWMENT FUNDS IS THE PRIMARY SOURCE OF OPERATIONAL REVENUE FOR THE FOUNDATION. THIS REVENUE IS USED TO SUPPORT THE SCHOLARSHIP, FELLOWSHIP AND PROFESSORSHIP PROGRAMS AND THE RELATED OPERATIONAL NEEDS OF THE FOUNDATION. |
| PART X, LINE 2: | UNCERTAIN TAX POSITIONS UNDER FIN 48: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES AS DEFINED BY SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE) AND CLASSIFIED AS A PUBLIC CHARITY UNDER 509(A)1) OF THE CODE. THE FOUNDATION IS REQUIRED TO RECOGNIZE A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN BASED ON A "MORE LIKELY THAN NOT" THRESHOLD. THE FOUNDATION DOES NOT BELIEVE ITS CONSOLIDATED FINANCIAL STATEMENTS INCLUDE ANY UNCERTAIN TAX POSITIONS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN FAIR VALUE OF INTEREST RATE SWAP 2,509,291. CHANGE IN FAIR VALUE OF BENEFICIAL INTEREST IN TRUSTS -187,930. CHANGE IN FAIR VALUE OF PERPETUAL TRUSTS 998,894. RESERVE FOR NOTE RECEIVABLE -543,864. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (6 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| EUROPE | 0 | 0 | GRANTMAKING | $209,850 |
| EUROPE | 0 | 0 | FUND-RAISING | $4,566 |
| RUSSIA | 0 | 0 | GRANTMAKING | $9,735 |
| EAST ASIA | 0 | 0 | GRANTMAKING | $208,376 |
| MIDDLE EAST | 0 | 0 | GRANTMAKING | $66,317 |
| SOUTH ASIA | 0 | 0 | GRANTMAKING | $28,152 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $526,996 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $526,996 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (5 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|---|
| FINANCIAL AID - INTERNATIONAL SCHOLARSHIP | EUROPE | 7 | $209,850 |
| FINANCIAL AID - INTERNATIONAL SCHOLARSHIP | EAST ASIA | 4 | $208,376 |
| FINANCIAL AID - INTERNATIONAL SCHOLARSHIP | RUSSIA | 1 | $9,735 |
| FINANCIAL AID - INTERNATIONAL SCHOLARSHIP | MIDDLE EAST | 1 | $66,317 |
| FINANCIAL AID - INTERNATIONAL SCHOLARSHIP | SOUTH ASIA | 1 | $28,152 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION AWARDS ACADEMIC MERIT-BASED SCHOLARSHIPS TO BETWEEN 33 AND 35 INCOMING UNDERGRADUATES EACH YEAR. THESE SCHOLARSHIPS COVER THE FULL ESTIMATED COST OF ATTENDING THE UNIVERSITY OF VIRGINIA FOR FOUR YEARS. THE FOUNDATION ALSO AWARDS BETWEEN 22 TO 25 ACADEMIC MERIT-BASED FULL COST GRADUATE FELLOWSHIPS TO INCOMING PHD AND MBA CANDIDATES ANNUALLY. SCHOLARSHIP AND FELLOWSHIP RECIPIENTS WITH FOREIGN VISAS ARE REPORTED ON SCHEDULE F. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRINCETON SURVEY RESEARCH ASSOCIATES INTERNATIONAL | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1050 CONNECTICUT AVE NW SUITE 500 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 200031713 | RecipientEIN |
| Cash Grant | $29,500 | CashGrantAmt |
| Purpose Of Grant | AUTISM RESEARCH | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (6 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| FINANCIAL AID - IN-STATE SCHOLARSHIPS | 28 | $872,432 |
| FINANCIAL AID - OUT-OF-STATE SCHOLARSHIPS | 103 | $6,096,805 |
| FINANCIAL AID - MISCELLANEOUS SCHOLARSHIPS | 3 | $105,009 |
| FINANCIAL AID - INITIAL SCHOLARSHIPS | 9 | $18,000 |
| FINANCIAL AID - GRADUATE FELLOWSHIPS | 70 | $1,875,936 |
| FACULTY PRIZE | 4 | $28,500 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | THE AWARDS ARE PAID DIRECTLY TO THE STUDENT TO BE USED FOR TUITION AND FEES, BOOKS, ROOM AND BOARD AND OTHER RELATED LIVING EXPENSES. THE STUDENT IS RESPONSIBLE FOR PAYING THE UNIVERSITY OF VIRGINIA FOR THE TUITION, FEES AND, WHEN THE STUDENT LIVES ON CAMPUS, ROOM AND BOARD. OTHER EDUCATIONAL AND LIVING EXPENSES ARE COVERED BY THE REMAINDER OF THE AWARD. UPON ORIGINAL ACCEPTANCE OF THE SCHOLARSHIP, THE STUDENT AGREES TO MAINTAIN A MINIMUM GRADE POINT AVERAGE (GPA) AND TO BE FULLY INVOLVED IN THE STUDENT LIFE AND LEADERSHIP OF THE UNIVERSITY. FINANCE TEAM MEMBERS WORK WITH THE UNIVERSITY OF VIRGINIA TO MONITOR PAYMENT OF THE TUITION AND FEES. THE UNDERGRADUATE PROGRAM DIRECTOR MONITORS STUDENT GRADES TO ENSURE EACH STUDENT IS MAINTAINING HIS OR HER GPA. A STUDENT WITH A GPA NEAR THE MINIMUM RECEIVES A WARNING. SHOULD THE STUDENT FAIL TO MEET THE STANDARD, HE OR SHE IS SUSPENDED FROM THE PROGRAM UNTIL SUCH TIME THAT HE OR SHE IMPROVES THEIR GPA. STUDENT WARNINGS AND SUSPENSIONS ARE REVIEWED BY THE UNDERGRADUATE PROGRAM DIRECTOR AT EACH BOARD MEETING. |
| SCHEDULE I, PART IV | GRANTS AND ASSISTANCE THE FOUNDATION AWARDS ACADEMIC MERIT-BASED FULL COST FOUR YEAR ACADEMIC SCHOLARSHIP GRANTS TO BETWEEN 33 TO 35 INCOMING UNDERGRADUATES EACH YEAR. THE FOUNDATION ALSO AWARDS BETWEEN 22 TO 25 ACADEMIC MERIT-BASED FULL COST GRADUATE FELLOWSHIPS TO INCOMING PHD AND MBA CANDIDATES ANNUALLY. ADDITIONALLY, THE FOUNDATION AWARDS A VARIETY OF FACULTY PRIZES ANNUALLY TO DISTINGUISHED FACULTY MEMBERS. THESE AWARDS ARE BASED ON FACULTY EXCELLENCE IN TEACHING AND SCHOLARSHIP. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discretionary Spending Acct | Yes (X) | DiscretionarySpendingAcctInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | 0 | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MICHAEL E LUTZ | ||||||||||||||
| ASSISTANT TREASURER | $151,550 | $0 | $3,000 | $0 | $5,609 | $0 | $19,319 | $0 | $13,981 | $0 | $193,459 | $0 | $0 | $0 |
| JAMES H WRIGHT | ||||||||||||||
| PRESIDENT/SECRETARY/TREASU | $360,000 | $0 | $60,300 | $0 | $28,619 | $0 | $193,125 | $0 | $13,058 | $0 | $655,102 | $0 | $0 | $0 |
| HELEN M DWYER | ||||||||||||||
| ASSISTANT SECRETARY | $139,810 | $0 | $2,840 | $0 | $2,552 | $0 | $17,831 | $0 | $5,201 | $0 | $168,234 | $0 | $0 | $0 |
| S PATRICK INGRAM | ||||||||||||||
| DIRECTOR OF DEVELOPMENT | $210,000 | $0 | $315,523 | $0 | $292 | $0 | $88,850 | $0 | $15,886 | $0 | $630,551 | $0 | $0 | $0 |
| KEVIN E MURRAY | ||||||||||||||
| DIRECTOR OF GIFT PLANNING | $115,706 | $0 | $300 | $0 | $9,409 | $0 | $14,501 | $0 | $14,928 | $0 | $154,844 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE JEFFERSON SCHOLARS FOUNDATION PROVIDES HEALTH CLUB DUES REIMBURSEMENT TO JAMES H. WRIGHT, S. PATRICK INGRAM, AND KEVIN E. MURRAY. THIS BENEFIT IS USED TO ENHANCE THEIR BENEFIT PACKAGES AND ASSIST IN EMPLOYEE RETENTION. THE FOUNDATION PRESIDENT HAS A DISCRETIONARY ACCOUNT THAT HAS BEEN FUNDED THROUGH DONOR CONTRIBUTIONS. DISBURSEMENTS FROM THIS ACCOUNT ARE REVIEWED BY THE FINANCE TEAM BEFORE APPROVAL AND DISBURSEMENT. |
| PART I, LINE 4B | THE JEFFERSON SCHOLARS FOUNDATION PROVIDED A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN TO JAMES H. WRIGHT AND S. PATRICK INGRAM. AMOUNTS PAID INTO THE PLAN WERE $170,000 AND $65,000, RESPECTIVELY. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| INDUSTRIAL DEVELOPMENT AUTHORITY OF ALBEMARLE COUNTY | ||||||||
| A | 521297503 | 02166PAC5 | 2007-10-03 | $18,000,000 | SEE SCHEDULE K, PART VI | 0 | 0 | 0 |
| VIRGINIA SMALL BUSINESS FINANCING AUTHORITY | ||||||||
| B | 541300645 | NONEAVAIL | 2010-07-09 | $4,500,000 | SEE SCHEDULE K, PART VI | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|
| A | $18,000,000 | $18,000,000 | 2010 | 0 | 0 | Yes (1) | Yes (1) |
| B | $4,500,000 | $4,500,000 | 2010 | 0 | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SUNTRUST BANK | ||||||||||||
| A | 0 | 0 | 0 | Yes (1) | Yes (1) | Yes (1) | 30.000000000000 | 0 | 0 | 0 | 0 | Yes (1) |
| (no name) | ||||||||||||
| B | 0 | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | Yes (1) | |||
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| DATE REBATE COMPUTATION PERFORMED | ISSUER NAME: INDUSTRIAL DEVELOPMENT AUTHORITY OF ALBEMARLE COUNTY DATE THE REBATE COMPUTATION WAS PERFORMED: 01/31/2013 |
| SCHEDULE K, PART IV: | (B) ISSUER NAME: VIRGINIA SMALL BUSINESS FINANCING AUTHORITY DATE THE REBATE COMPUTATION WAS PERFROMED: 06/30/2016 |
| SCHEDULE K, PART I, (F) | DESCRIPTION OF PURPOSE BOND PROCEEDS OF $22,500,000 WERE USED FOR PROPERTY ACQUISITION AND THE CONSTRUCTION OF THE JEFFERSON FELLOWS CENTER AND THE ADJOINING FOUNDATION ADMINISTRATIVE OFFICES. |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES H WRIGHT | PersonNm |
| Relationship With Org | PRESIDENT OF THE FOUNDATION | RelationshipWithOrgTxt |
| Loan Purpose | SEE PT V | LoanPurposeTxt |
| Loan From Organization | Yes (X) | LoanFromOrganizationInd |
| Original Principal | $340,650 | OriginalPrincipalAmt |
| Balance Due | $832,700 | BalanceDueAmt |
| Default | 0 | DefaultInd |
| Board Or Committee Approval | Yes (1) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (1) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $832,700 | TotalBalanceDueAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE L, PART II, (C) | FormAndLineReferenceDesc |
| Explanation | PURPOSE OF LOANTHE FOUNDATION MAINTAINS A SPLIT-DOLLAR LIFE INSURANCE POLICY WITH THE FOUNDATION PRESIDENT. ON JANUARY 1, 2004, THIS POLICY WAS CONVERTED TO A LOAN SUBSEQUENT TO IRS NOTICE 2002-8.THE LOAN PROVIDES LIFE INSURANCE FOR THE BENEFIT OF THE PRESIDENT'S FAMILY. AS OF JUNE 30, 2017, THE LOAN HAD AN OUTSTANDING BALANCE OF $832,700, AND IS COMPRISED OF THE INSURANCE PREMIUMS PAID BY THE FOUNDATION. THE LOAN REPAYMENT IS SECURED BY A COLLATERAL ASSIGNMENT. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 73 | ContributionCnt |
| Noncash Contributions Rpt F990 | $4,171,487 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MEAN VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | THE AMOUNT IN COLUMN B REFERENCES THE NUMBER OF DONORS. |
| PART I, LINE 32B: | THE FOUNDATION USES THE SERVICES OF UNIVERSITY OF VIRGINIA GIFT PROCESSING SERVICE AND ITS SECURITIES BROKER TO RECEIVE AND SELL DONATED SECURITIES. THE FOUNDATION ALSO HAS ITS OWN BROKERAGE ACCOUNTS THAT ARE USED TO RECEIVE AND SELL DONATED SECURITIES. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 7A | THE FOUNDATION BOARD OF DIRECTORS INCLUDES THREE EX-OFFICIO POSITIONS. THESE ARE THE CHAIRMAN OF THE UNIVERSITY OF VIRGINIA ALUMNI ASSOCIATION OR HIS OR HER DESIGNEE; A DESIGNEE BY THE UNIVERSITY OF VIRGINIA BOARD OF VISITORS IN CONSULTATION WITH THE FOUNDATION'S BOARD CHAIRMAN; AND, A DESIGNEE BY THE PRESIDENT OF THE UNIVERSITY OF VIRGINIA, ALSO IN CONSULTATION WITH THE FOUNDATION'S BOARD CHAIRMAN. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FOUNDATION'S AUDITORS PREPARED THE FORM 990 FROM INFORMATION PROVIDED BY THE FOUNDATION'S FINANCE TEAM. THE DIRECTOR OF FINANCE REVIEWS THE FORM 990 AND ACKNOWLEDGES HIS RESPONSIBILITY FOR THE COMPLETENESS AND ACCURACY OF THE INFORMATIONAL TAX RETURN. THE TAX RETURN IS DISTRIBUTED TO THE JEFFERSON SCHOLARS FOUNDATION BOARD OF DIRECTORS AUDIT COMMITTEE FOR REVIEW AND APPROVAL. UPON APPROVAL BY THE AUDIT COMMITTEE, THE FORM 990 IS THEN FILED WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST POLICY MONITORING AND ENFORCEMENT COMPLIANCE: A CONFLICT OF INTEREST DISCLOSURE STATEMENT IS DISTRIBUTED ANNUALLY. THE FOUNDATION MONITORS THE RETURN OF THE DISCLOSURE STATEMENTS AND FOLLOWS UP IF A STATEMENT HASN'T BEEN RETURNED. THE FOUNDATION ALSO REQUIRES DIRECTORS AND EMPLOYEES TO DISCLOSE CONFLICTS OF INTERESTS AS THEY ARISE. THE STATEMENTS ARE REVIEWED BY THE DIRECTOR OF FINANCE FOR SITUATIONS REQUIRING DISCLOSURE TO AND APPROVAL BY THE BOARD OF DIRECTORS. THE CONFLICT OF INTEREST TRANSACTION MUST BE APPROVED BY THE AFFIRMATIVE VOTE OF A MAJORITY OF THE DIRECTORS ON THE BOARD OF DIRECTORS WHO HAVE NO DIRECT OR INDIRECT PERSONAL INTEREST IN THE TRANSACTION. MEMBERS OF THE FOUNDATION FINANCE TEAM MONITOR THE FOUNDATION'S BUSINESS DEALINGS TO IDENTIFY, WHEN POSSIBLE, A POTENTIAL CONFLICT OF INTEREST. A POTENTIAL CONFLICT OF INTEREST WOULD BE BROUGHT TO MANAGEMENT'S ATTENTION FOR RESOLUTION. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE FOUNDATION EMPLOYS THE FOUNDATION PRESIDENT UNDER THE TERMS OF A FIVE-YEAR EMPLOYMENT AGREEMENT. THE CONTRACT TERMS AND COMPENSATION WERE ESTABLISHED BY THE BOARD OF DIRECTORS USING: COMPARABLE DATA; A COMPENSATION CONSULTANT; AND A MAJOR LAW FIRM. THE BOARD DOCUMENTED THE EMPLOYMENT DECISION THROUGH THE EXECUTION OF A FORMAL EMPLOYMENT AGREEMENT WITH THE PRESIDENT. FORM 990, PART VI, SECTION B, LINE 15B: THE FOUNDATION'S DIRECTOR OF BUSINESS OPERATIONS CONDUCTS A BIENNIAL COMPENSATION REVIEW USING COMPARABLE COMPENSATION INFORMATION PERTAINING TO THE EMPLOYMENT RESPONSIBILITIES AND EXPERIENCE LEVELS OF ALL FOUNDATION STAFF. THIS COMPENSATION INFORMATION IS SHARED WITH THE FOUNDATION PRESIDENT FOR INPUT INTO THE REVIEW AND EVALUATION OF STAFF COMPENSATION. ADDITIONALLY, DURING THE PREPARATION OF THE ANNUAL OPERATING BUDGET, THE AUDIT COMMITTEE CHAIRMAN REVIEWS THE COMPENSATION INFORMATION AND REPORTS OUT HIS SUMMARY FINDINGS TO THE FULL BOARD FOR APPROVAL. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE FOUNDATION'S FORMS 1023, 990 AND 990-T ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION DOES NOT MAKE ITS GOVERNANCE DOCUMENTS AVAILABLE TO THE PUBLIC. THE FOUNDATION'S CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN FAIR VALUE OF INTEREST RATE SWAP 2,509,291. CHANGE IN FAIR VALUE OF BENEFICIAL INTEREST IN TRUSTS -187,930. CHANGE IN FAIR VALUE OF PERPETUAL TRUSTS 998,894. RESERVE FOR NOTE RECEIVABLE -543,864. |
| FORM 990, PART XII, LINE 2C: | THE FOUNDATION HAS MADE NO CHANGES TO THE AUDIT OVERSIGHT PROCESS OR THE INDEPENDENT ACCOUNTANT SELECTION PROCESS DURING THE FISCAL YEAR. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARKE COURT APARTMENTS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 400891 | AddressLine1Txt |
| City | CHARLOTTESVILLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22904 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 452741718 | EIN |
| Primary Activities | REAL ESTATE | PrimaryActivitiesTxt |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Total Income | $290,634 | TotalIncomeAmt |
| End Of Year Assets | $2,114,153 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFFERSON SCHOLARS FOUNDATION | BusinessNameLine1Txt |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER UNITRUSTS (4) | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | TRUST | PrimaryActivitiesTxt |
| Legal Domicile State | VA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JSF | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Comments